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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
5001	JWM Jacksonville Wealth Management Jacksonville, Florida	$5.23M	-$52.9K	4	2.96%	Reduced
5002	NPFS Novak & Powell Financial Services St. Petersburg, Florida	$5.23M	+$741K	4	2.47%	Increased
5003	SMWM Silvia McColl Wealth Management San Diego, California	$5.23M	-$123K	3	3.14%	Reduced
5004	BCM Bretton Capital Management San Francisco, California	$5.22M	$0	1	4.17%	Maintained
5005	RI Rinkey Investments San Diego, California	$5.21M	+$106K	4	1.23%	Increased
5006	KWA Kellett Wealth Advisors Cincinnati, Ohio	$5.2M	+$572K	4	2.42%	Increased
5007	RC Renaissance Capital Stamford, Connecticut	$5.2M	-$618K	3	2.87%	Reduced
5008	Cohen & Steers New York	$5.2M	-$162K	12	0.01%	Reduced
5009	APW Acima Private Wealth Richmond, Virginia	$5.19M	$0	6	1.51%	Maintained
5010	EIM Emmett Investment Management New York	$5.19M	-$3.1M	2	3.64%	Reduced
5011	AFG American Financial Group Cincinnati, Ohio	$5.18M	-$2.31M	3	1.83%	Reduced
5012	CP Castleview Partners Dallas, Texas	$5.18M	+$310K	6	2.28%	Increased
5013	CWMGO Capstone Wealth Management Group (Oregon) Bend, Oregon	$5.18M	-$579K	4	3.12%	Reduced
5014	CCP Cassia Capital Partners Winston Salem, North Carolina	$5.18M	+$88.5K	3	2.51%	Increased
5015	HFAS Hummer Financial Advisory Services Chicago, Illinois	$5.18M	-$271K	4	3.41%	Reduced
5016	ACM Aurdan Capital Management Wayne, Pennsylvania	$5.17M	+$300K	2	1.31%	Increased
5017	TIM Tortoise Investment Management White Plains, New York	$5.17M	+$163K	3	0.39%	Increased
5018	AF Affiance Financial St. Louis Park, Minnesota	$5.17M	-$45.1K	3	0.74%	Reduced
5019	GPW Genesis Private Wealth Ashburn, Virginia	$5.17M	-$178K	8	1.45%	Reduced
5020	FA FSA Advisors Troy, Michigan	$5.17M	+$4.25M	4	2.37%	Increased
5021	TWD True Wealth Design Akron, Ohio	$5.17M	+$558K	124	1.23%	Increased
5022	CPRC Consolidated Portfolio Review Corp Woodbury, New York	$5.17M	$0	1	0.43%	Maintained
5023	PRA Pine Ridge Advisers New York	$5.17M	$0	1	0.31%	Maintained
5024	ILCM Ivy Lane Capital Management Winter Park, Florida	$5.16M	-$487K	2	7.48%	Reduced
5025	Simplify Asset Management Las Vegas, Nevada	$5.16M	+$912K	10	0.07%	Increased